Re: Tax account creation: how to 'detect' tax accounts?

[John Locke <..hidden..>]

On 06/22/2011 04:15 PM, Chris Travers wrote:
>> At the moment, our customers actually pay via another system
>> (Drupal/Ubercart) which already does the right thing for taxes -- it
>> does a call to a web service run by the State of Washington which
>> returns the appropriate location code and rate.
>>
>> Basically what I need from LedgerSMB is a blank line item I can populate
>> with this data, that is clearly a "tax" line, exported for reporting. If
>> I can export the tax report detail to ODS, I can then slice it up per
>> location code to file the taxes.
> That's a very good stopgap measure.  Specifically what info would be
> stored?  How can we make it generic?
>
I'm thinking it should be correlated with a regular tax account, so that
you can flag customers/parts for whether it's relevant (and have a mix
of taxable/non-taxable items on it).

Then provide these fields

1. Reference (e.g. location id)
2. Description (text field, optional)
3. Percentage
4. Amount

... that would be one line per invoice that could be filled in.

I'm thinking it would be nice to calculate amount from applying
percentage to taxable items on the invoice, if amount is blank. I also
think for maximum flexibility it should be possible to leave percentage
blank and provide an amount instead.


Then in the tax report for that account, provide a spreadsheet download
with the collected details.

Cheers,
John Locke
http://freelock.com